Christopher Montgomery
Christopher Montgomery is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2005Customer Dispute
May 2003Other Business Activities
Christopher serves as the President of his Condo Village, assisting with financial oversight and rebuilding plans after hurricane damage. He dedicates minimal time to this non-profit activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.